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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,511 | $57,305+49.2% | $86,640-1.3% | $75,173+13.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.53% | 2674.24%-2656.7pp | 592.52%-575.0pp | 160.72%-143.2pp |
| Employer contribution / active EE | $5,843 | $2,316+152.3% | $3,024+93.2% | $2,671+118.8% |
| Participant deferral / active EE | $5,106 | $3,320+53.8% | $4,438+15.0% | $4,126+23.7% |
| Admin fee / account holder | $1,405 | $4,116-65.9% | $5,616-75.0% | $5,651-75.1% |